Add New Client
This module allows the user to add, different types of clients or Leads. The system will look at different things depending on the type;
- Collections Clients
- Accounts Receivable Clients (Where you can import debtor invoices)
- Prospects and Leads (Leads cycle and processes in place)
Step by Step process
- Click on the [Clients] left side menu option to go to the clients' area
- The screen that appears allows you to add and look at clients by various options
- Click on the [Add Client] link at the top right corner of that page
- This will bring the [Add Client] page
- Fill in any information that you have. If you miss some of the information, you can always go back and edit (update) it.
- After filling out the details of the client information, click on the button
- This will save the client details and a pop-up will appear asking to add a [Rate Plan] for that client
- If no [Rate Plan] is applicable or availible to this client, just click on the button to skip that part
- You can always go back and add multiple [Rate Plans] for that client
- Otherwise give a descriptive name to the Client Plan [this will act as a contract or agreement schedule for all the clients debtor accounts]
- Then select a start and end dates for the schedule
- Add notes if you wish
- Finally, click on the button to complete that part
That is it. The New client is now in the system with all the information that you specified.
CLIENT EDIT
- To go back and edit the client information;
- Click on the [Clients] left side menu
- click on the letter that that client's name start with
- click on the [Edit] ICON on the far right for that client
- this will bring the [Customer Update] page, where you can make changes to the client information
